Christopher Ricci Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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Christopher Ricci Location
- Lincoln, RI, US
Christopher Ricci Work
- Senior Wealth Advisor @ (June 2024 - Present)
- Wealth Advisor @ (June 2008 - June 2024)
- Principal, Wealth Advisor @ (June 2008 - November 2023)
Christopher Ricci Education
- Bryant University
Certificate Program in Financial Planning
2011-2011 - Bentley University
Bachelor of Science (B.S.) (Finance)
2004-2008 - Istituto Lorenzo de' Medici 2007-2007
Christopher Ricci Skills
- Estate Planning
- Financial Advisory
- Investments
- Retirement Planning
- Tax Planning
- College Education Planning
- Social Security
- Public Speaking
- Fixed Annuities
- Bonds
- Indexed Annuities
- Inheritance
- Limited Partnerships
- IRAs
- Variable Annuities
- 401k
- Income Protection
- Life Insurance
- Mutual Funds
- Business Planning
- Microsoft Office
- 403 b
- Stocks
- Trusts
- Defined Benefit
- Personal Financial Planning
- Long Term Care Insurance
- Bdcs
- Management
- Insurance Planning
- REIT
- 529 Plans
- Investment Management
- Structured Products
Christopher Ricci Summary
- Christopher Ricci, based in Lincoln, RI, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. Christopher Ricci brings experience from previous roles at Buckingham Strategic Wealth and Briggs Advisory Group. Christopher Ricci holds a 2011 - 2011 Certificate Program in Financial Planning @ Bryant University. With a robust skill set that includes Estate Planning, Financial Advisory, Investments, Retirement Planning, Tax Planning and more. Christopher Ricci has 1 emails and 1 mobile phone numbers on RocketReach.
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